Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,710 | $77,896+39.6% | $134,172-19.0% | $82,448+31.9% |
| Participation rate | 11.4% | 62.8%-51.4pp | 72.5%-61.0pp | 68.1%-56.6pp |
| Annual return | 12.19% | 18.21%-6.0pp | 25.30%-13.1pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $688 | $3,162-78.2% | $4,690-85.3% | $4,139-83.4% |
| Admin fee / account holder | $2,515 | $6,336-60.3% | $12,016-79.1% | $7,234-65.2% |